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BXM Wealth LLC: COP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BXM Wealth LLC on COP, newest first. How the timeline and the estimate are built.

BXM Wealth LLC held 4,722 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,722 shares
    Change vs previous 13F +1,750 shares

    0.27% of the 13F portfolio, value $490,899.

    13F-HR 0002085853-26-000858 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,972 shares
    Change vs previous 13F -37,044 shares

    0.3% of the 13F portfolio, value $392,304.

    13F-HR 0002085853-26-000469 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 40,016 shares
    Change vs previous 13F +34,961 shares

    0.19% of the 13F portfolio, value $241,165.

    13F-HR 0002085853-26-000054 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,055 shares
    Change vs previous 13F +1,850 shares

    0.45% of the 13F portfolio, value $478,152.

    13F-HR 0002085853-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,205 shares
    Change vs previous 13F -200 shares

    0.34% of the 13F portfolio, value $287,617.

    13F-HR 0001667731-25-001000 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 3,405 shares
    Change vs previous 13F -4,440 shares

    0.42% of the 13F portfolio, value $349,336.

    13F-HR 0001667731-25-000555 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,845 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $777,989.

    13F-HR 0001667731-25-000177 filed by BXM Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).